Migrate from
/
Pipedrive

Migrate from Pipedrive to Attio

Attio’s fast and powerful import tools make it easy to make the switch from your existing platform. Here’s how to migrate your Pipedrive deals into your Attio collection in 3 simple steps.

1. Export your deals as a CSV

From your Pipedrive dashboard, head to the deals you’d like to export and select the List view with the ☰ icon in the top left. You can apply filters by clicking on your name in the top right of the window and selecting Filters. Next, click on the icon and choose Export filter results, picking CSV (comma separated values) when prompted. When the export process has completed, download your file.

2. Import your CSV into Attio

The next step is to bring your Pipedrive deals into Attio. In your Attio collection, choose Import / Export in the top right corner. Select Import people or Import companies. When prompted, choose your .csv file or drag and drop it onto the import window.

Once imported, Attio will create contacts (people or companies) in your workspace, as well as entries (references to those contacts) in your collection. You can have multiple entries for a single contact in a collection, as well as across different collections.

If you have people and companies in one CSV, you'll need separate these values and import them as two separate CSVs.

3. Match your attributes

You can now match the attributes attached to your Pipedrive contacts such as email address, sales stage, contract value, etc. Attio automatically detects and matches most attribute types, but you can manually select corresponding attributes too. To create new custom attributes, use the + icon in the attribute dropdown. You can also choose not to import certain columns if you don’t think you'll need them.

Attio automatically populates your contacts with communication intelligence, allowing you to track info like 'last contacted' and 'strongest connection'. Contacts are also enriched with data points like social media handles, location, industry type, and estimated ARR. Learn more about enriched data.

Continue to Review values (resolving any issues if prompted) and Start your import.

That’s it! You’ll now start to see your collection populating in real-time with your new entries and their attribute values. Once imported, you can search for your contacts from anywhere in your workspace, see their newly enriched data, add notes, and add them to different collections. Learn more about building and customizing your Attio collections.

STEPS
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